The eBoss Academy
In our third module, we learn about client management.
Learn about the effective organisational tools available to you as part of your in-built eBoss Customer Relationship Management System (CRMS).
Smart recruitment is all about creating great results for your clients.
Your eBoss database provides a fully-contained customer relationship management system (CRMS) at no extra cost.
It means that you can track and manage the work done for each of your clients – and track progress on outstanding tasks.
You will learn:
• how to add and configure client statuses.
• how to manage timetables with scheduling, notes and reminders.
• how to spend resources, by adding and assigning consultants.
Unable to find the video tutorial you were looking for?
Visit our Help Centre and find answers to more common problems.
Still can’t find your answer? Contact us.
Succeed with cutting edge Search, CRM, ATS tools, clever integrations, telephone support and other eBoss empowering innovative features.
Posted on January 25, 2022
Posted on January 19, 2022
Posted on January 12, 2022
Posted on January 7, 2022
Posted on December 15, 2021